Virtus Investment Partners (VRTS) Tax Provisions (2010 - 2026)
Virtus Investment Partners' (VRTS) quarterly Tax Provisions came in at $8.4 million in Q2 2026, down 32.23% on a YoY basis from $12.4 million in Q2 2025, and up 17.53% quarter-over-quarter from $7.2 million in Q1 2026.
Analysis
Virtus Investment Partners (VRTS) Tax Provisions (2010 - 2026) Analysis & Trends
Virtus Investment Partners (VRTS) has reported Tax Provisions for 17 consecutive years, with $8.4 million the latest figure, recorded in Q2 2026.
- For the quarter ending Q2 2026, Tax Provisions fell 32.23% year-over-year to $8.4 million; the trailing twelve-month figure through Jun 2026 stood at $42.1 million (down 29.42% YoY), and the FY2025 full-year result was $51.3 million, down 7.51% from the prior year.
- Tax Provisions advanced to $8.4 million in Q2 2026 per VRTS's latest filing, from $7.2 million in the prior quarter.
- Across five years, Tax Provisions topped out at $19.0 million in Q4 2024 and bottomed at $7.2 million in Q1 2026.
- Historically, Tax Provisions has averaged $12.5 million across 5 years, with a median of $12.4 million in 2025.
- The sharpest annual moves came in 2022 and 2024: Tax Provisions slumped 58.35% in 2022, then jumped 43.28% in 2024.
- Over 5 years, Tax Provisions stood at $13.3 million in 2022, then climbed by 0.02% to $13.3 million in 2023, then surged by 43.28% to $19.0 million in 2024, then decreased by 29.65% to $13.4 million in 2025, then sank by 37.27% to $8.4 million in 2026.
- According to Business Quant data, Tax Provisions over the past three periods registered $8.4 million, $7.2 million, and $13.4 million for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Taxes (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 166.84 Bn | 152.97 Bn | - | 677.00 Mn |
| 2 | Spdr Gold Trust | 146.01 Bn | -412.00 Bn | - | - |
| 3 | Ishares Gold Trust | 30.54 Bn | -29.57 Bn | - | - |
| 4 | World Gold Trust | 29.53 Bn | -73.54 Bn | - | - |
| 5 | Principal Financial | 24.58 Bn | -28.39 Bn | 1.91 Bn | 66.00 Mn |
| 6 | iShares Silver Trust | 22.65 Bn | -5.56 Bn | - | - |
| 7 | Franklin Resources | 17.60 Bn | 13.88 Bn | - | 115.60 Mn |
| 8 | Invesco | 14.52 Bn | 13.60 Bn | 1.79 Bn | 116.50 Mn |
| 9 | Affiliated Managers | 9.42 Bn | 9.01 Bn | - | 70.00 Mn |
| 10 | Virtus Investment Partners | 1.02 Bn | 842.41 Mn | 169.16 Mn | 8.41 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 8.41 Mn |
| Mar 31, 2026 | 7.15 Mn |
| Dec 31, 2025 | 13.40 Mn |
| Sep 30, 2025 | 13.11 Mn |
| Jun 30, 2025 | 12.40 Mn |
| Mar 31, 2025 | 12.35 Mn |
| Dec 31, 2024 | 19.05 Mn |
| Sep 30, 2024 | 15.80 Mn |
| Jun 30, 2024 | 11.75 Mn |
| Mar 31, 2024 | 8.83 Mn |
| Dec 31, 2023 | 13.29 Mn |
| Sep 30, 2023 | 12.18 Mn |
| Jun 30, 2023 | 10.91 Mn |
| Mar 31, 2023 | 8.70 Mn |
| Dec 31, 2022 | 13.29 Mn |
| Sep 30, 2022 | 10.75 Mn |
| Jun 30, 2022 | 16.48 Mn |
| Mar 31, 2022 | 16.74 Mn |
| Dec 31, 2021 | 27.46 Mn |
| Sep 30, 2021 | 25.82 Mn |